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HL Financial Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

HL Financial Services’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$271K Sell
5,304
-328
-6% -$16.1K ﹤0.01% 641
2018
Q4 		$255K Buy
5,632
+20
+0.4% +$972 ﹤0.01% 632
2018
Q3 		$297K Buy
+5,612
New +$286K ﹤0.01% 644

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HL Financial Services's IYC Position: Q1 2019 in Review

HL Financial Services reduced its iShares US Consumer Discretionary ETF (IYC) stake by 5.8% in Q1 2019, selling an estimated $16.1K and leaving 5,304 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

HL Financial Services first reported a position in IYC in Q3 2018 and has held it in 3 quarters since. The position peaked at $297K in Q3 2018. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

  • HL Financial Services held 5,304 shares of iShares US Consumer Discretionary ETF worth $271K as of Q1 2019.
  • HL Financial Services sold 328 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $16.1K.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #641 holding.
  • HL Financial Services first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's iShares US Consumer Discretionary ETF position peaked at $297K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.